Subcontactor and opportunities

[nattivillin]

We assigned a few opportunities to a user setup as a sub in CommitCRM. When they login they cant see it unless we also add the client to their list of allowed customers.

Is there a way this can work without having to add every customer to the list of ones they can see?

[Support Team]

Re: Subcontactor and opportunities

Subcontractors can see data only for Accounts they have access to. This is by design and exactly what's usually required, e.g. that they won't see data of Accounts they are not allowed to.

Hope this helps.